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Technology Stocks : Network Appliance
NTAP 109.28-2.0%Nov 26 3:59 PM EST
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To: Beltropolis Boy who wrote (1213)7/19/1999 9:47:00 AM
From: DownSouth  Read Replies (1) of 10934
 
Peterschmidt: We're the only company that's a pure-play software for caching. That is, all of the other companies, whether it be Network Appliance (NTAP), Cisco Systems (CSCO) or Novell (NOVL) -- they've all decided they're going to embed a cache application on a proprietary piece of hardware under a proprietary operating system,

I am sure the Peter is not a liar, therefore I conclude that he does not know much about his competition. We all know that NTAP sells version of NetCache that run on NT and Unix on any platform supported by these operating systems.

If I owned INKT I would sell simply based on this guys ignorance of his competition. Now, of course, if my premise that Peter would not deliberately mislead his audience is incorrect, I would sell INKT based on a question of integrity. I am sure that is not the case, however.
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